“情绪经济”崛起 消费新势力驱动产业新格局

Core Insights - The pet consumption market is rapidly growing, driven by emotional economy trends and new consumer experiences [1][2][3] - Companies are increasingly focusing on emotional consumption, with many planning to enhance their offerings in this area [8][9] Group 1: Pet Industry Growth - The pet market in China is projected to exceed 811.4 billion yuan by 2025 and is expected to surpass 1 trillion yuan shortly thereafter [3] - The popularity of pet parks, such as the Hongshi Pet Park in Beijing, reflects the expanding pet economy, with daily visits reaching up to 100 pets and 200 visitors on weekends [2] - The demand for pet services is evolving, with a focus on emotional and social needs, indicating a shift in consumer priorities [2][3] Group 2: Emotional Consumption Trends - Emotional consumption is emerging as a significant trend, with various sectors like trendy toys and experiential consumption gaining traction [5][6] - The emotional economy in China is expected to reach 2.3 trillion yuan by 2024 and could exceed 4.5 trillion yuan by 2029 [8] - Companies are adapting to this shift by creating immersive experiences that cater to emotional and psychological needs, moving beyond basic product offerings [8][9] Group 3: Corporate Strategies - Companies like居然智家 are implementing "scene-based" strategies to enhance consumer experiences, focusing on areas such as home office and pet cohabitation [8] - Morning Glory has recognized the shift in consumer preferences towards emotional value and is actively exploring related markets [9] - The recent government policies are aimed at promoting new consumption trends, particularly in areas like pet products and emotional experiences [9]